Legacy Trust First Trust Us Equity Opportun Transaction History

Legacy Trust

$415 Billion
Q1 2025

A detailed history of Legacy Trust transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Legacy Trust holds 3,329 shares of FPX stock, worth $465,061. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,329

Previous 3,329 -0.0%

Holding current value

$465,061

Previous $398 Million 6.5%

% of portfolio

0.09%

Previous 0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Apr 03, 2023	BUY	$77.07 - $87.65 $256,566 - $291,786	3,329 New	3,329 $262 Million

Others Institutions Holding FPX

# of Institutions

183

Shares Held

3.42M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

588K
Shares

$82.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

390K
Shares

$54.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

287K
Shares

$40.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

139K
Shares

$19.4 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

122K
Shares

$17 Million
0.01% of portfolio

View Full List

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

More about FPX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Trust, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Trust with notifications on news.

Account